Consensus EPS · Q2 2026
$1.00
Consensus revenue · Q2 2026
$1.8B
Analysts
10
Expected report
Aug 4, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 10 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1.8B | $1.8B | $1.9B |
| EPS | $0.51 | $1.00 | $1.40 |
| EBITDA | $370.6M | $383.1M | $393.4M |
| EBIT | $136.5M | $141.1M | $144.9M |
| Net income | $92.5M | $114.6M | $138.8M |
- Revenue$1.8B
- EPS$1.00
- EBITDA$383.1M
- EBIT$141.1M
- Net income$114.6M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $1.9B | $1.8B | +1.9% | $1.25 | $1.25 | -0.4% |
- Q1 2026+1.9%-0.4%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 6 analysts.
- Low
- $120.00
- Consensus
- $133.10
- Median
- $133.50
- High
- $146.00
- Current
- $94.37
- Upside
- +41.0%
Upside calculated vs most recent trading price of $94.37.
Analyst ratings
Consensus: Buy — based on 45 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 16, 2026 | Stifel | maintain | Buy | Buy |
| Jul 15, 2026 | JP Morgan | maintain | Overweight | Overweight |
| Jul 14, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jul 9, 2026 | Barclays | maintain | Overweight | Overweight |
| Jul 7, 2026 | Macquarie | maintain | Outperform | Outperform |
| May 19, 2026 | Macquarie | maintain | Outperform | Outperform |
| May 14, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
| May 12, 2026 | Mizuho | maintain | Outperform | Outperform |
| May 11, 2026 | B of A Securities | maintain | Buy | Buy |
| May 8, 2026 | Macquarie | maintain | Outperform | Outperform |
- Jul 16, 2026StifelBuy
- Jul 15, 2026JP MorganOverweight
- Jul 14, 2026Wells FargoOverweight
- Jul 9, 2026BarclaysOverweight
- Jul 7, 2026MacquarieOutperform
- May 19, 2026MacquarieOutperform
- May 14, 2026Morgan StanleyOverweight
- May 12, 2026MizuhoOutperform
- May 11, 2026B of A SecuritiesBuy
- May 8, 2026MacquarieOutperform
Frequently asked questions
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